Licensed Wealth Management ManagerVirtualVocations • Kent, Washington, United States
Licensed Wealth Management Manager
VirtualVocations • Kent, Washington, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Manager of Wealth Management Service.
Key Responsibilities
Manage and develop a team of licensed financial advisors, providing coaching and performance feedback
Implement and monitor the client service journey to ensure exceptional experiences
Enhance service delivery processes by identifying opportunities for improvement and implementing solutions
Required Qualifications
CFP or IQFP designation required; CPA is a valuable asset
CIM or CFA designation required
7+ years of experience in wealth management, with at least 3 years in a leadership role
Proven track record of building and leading high-performing client service teams
Strong understanding of financial planning and investment management principles
serp_jobs.job_alerts.create_a_job
Manager Management • Kent, Washington, United States
Job_description.internal_linking.related_jobs A company is looking for a Manager of Wealth Management Service.Key Responsibilities Manage and develop a team of licensed financial advisors, providing coaching and performance feedback Impleme...serp_jobs.internal_linking.show_more 
Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our We...serp_jobs.internal_linking.show_more
A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast-growing, investment firm with an award-winning culture.
Composition Wealth is an independent, nationally-ranked investment advi...serp_jobs.internal_linking.show_more A company is looking for a Lending Contact Center Manager to lead a borrower-facing team in driving loan progress from qualification through approval.
Key Responsibilities Lead and mentor a team o...serp_jobs.internal_linking.show_more A company is looking for a Financial Planner to provide comprehensive financial guidance and support to clients.Key Responsibilities Deliver comprehensive financial plans that drive measurable ou...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities Deliver personalized financial advice including equ...serp_jobs.internal_linking.show_more 
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.Key Responsibilities Build and maintain strong relationships with high-incom...serp_jobs.internal_linking.show_more A company is looking for a Residential Mortgage Loan Originator.Key Responsibilities Solicit and originate residential mortgage loans through an established book of business and COI network Main...serp_jobs.internal_linking.show_more A company is looking for an Experienced Mortgage Loan Officer / Sales Leader (Retail).Key Responsibilities Leverage bank-originated leads and walk-in traffic to grow mortgage business Deliver tai...serp_jobs.internal_linking.show_more 
At Schwab, you're empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the...serp_jobs.internal_linking.show_more A company is looking for a BPL Account Executive responsible for originating business from real estate investors and managing assigned territories.
Key Responsibilities Develop and maintain partne...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more A company is looking for a Business Development Officer for Wealth Advisory in North Jersey.Key Responsibilities Promote, retain, and support clients of the wealth management solution Build rela...serp_jobs.internal_linking.show_more A company is looking for a Financial Planner located in the United Kingdom.Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt ...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more A company is looking for a Seasoned Residential Retail Mortgage Loan Originator.Key Responsibilities Close more loans by focusing on sales rather than paperwork Utilize a full suite of retail mo...serp_jobs.internal_linking.show_more A company is looking for a Senior Advisor, Wealth Management Service.Key Responsibilities Provide exceptional onboarding experiences for new clients Develop comprehensive financial plans tailore...serp_jobs.internal_linking.show_more 
Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...serp_jobs.internal_linking.show_more
Licensed Wealth Management Manager
VirtualVocations • Seattle, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Seattle
Goldman Sachs • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Analyst, Wealth Management
Composition Wealth, LLC. • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
NMLS Licensed Borrower Success Manager
VirtualVocations • Renton, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
State Licensed Financial Planner
VirtualVocations • Renton, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Seattle, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data Annotation • Lakewood, Washington
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data Annotation • Lakewood, Washington
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Benefits Consultant (FINRA Licensed)
VirtualVocations • Renton, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Connecticut Licensed Mortgage Originator
VirtualVocations • Renton, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
North Carolina Licensed Mortgage Officer
VirtualVocations • Kent, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab • Bellevue, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
NMLS Licensed Account Executive
VirtualVocations • Tacoma, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Bremerton, Washington
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
FINRA Licensed Business Development Officer
VirtualVocations • Seattle, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
UK Licensed Financial Planner
VirtualVocations • Kent, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data Annotation • Lacey, Washington
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Kentucky Licensed Mortgage Loan Originator
VirtualVocations • Renton, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CFP Licensed Wealth Advisor
VirtualVocations • Kent, Washington, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Management Advisor
TIAA • Seattle, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted